2023 Form 5500 filing — United Health And Welfare Fund 333 Sylvan Avenue Suite 400 Englewood Cliffs, Nj 07632
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250518135344NAL0000247923001) for United Health And Welfare Fund 333 Sylvan Avenue Suite 400 Englewood Cliffs, Nj 07632, reported by United Health And Welfare Fund under EIN 11-2482174 and plan number 501. It reports 499 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250518135344NAL0000247923001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- United Health And Welfare Fund
- EIN
- 11-2482174
- Plan number
- 501
- Location
- Englewood Cliffs, NJ
- Participants
- 499
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $784,152
- Total liabilities (EOY)
- $1,088,397
- Net assets (EOY)
- -$304,245
- Employer contributions
- $6,812,313
- Total income / additions
- $6,827,503
- Benefits paid
- $6,344,761
- Administrative expenses
- $462,206
- Total expenses
- $6,806,967
- Net increase / (decrease)
- $20,536
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Michael Negri, Esq. | not reported in the loaded dataset | $18,000 | not reported in the loaded dataset |
| David Falda Cpa | not reported in the loaded dataset | $14,400 | not reported in the loaded dataset |
| Mspc'S Cpa'S And Advisorers | not reported in the loaded dataset | $10,000 | not reported in the loaded dataset |